Wilbanks Smith & Thomas Asset Management LLC Ishares Trust Ishares Esg Awar Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$55.2 - $66.33 $94,833 - $113,954	-1,718 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$63.67 - $66.99 $109,385 - $115,088	1,718 New	1,718 $114,000

Others Institutions Holding ESGD

# of Institutions

617

Shares Held

92.8M

Call Options Held

600

Put Options Held

Bank Of America Corp Charlotte, NC

9.44M
Shares

$751 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$500 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.88M
Shares

$468 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.71M
Shares

$455 Million
1.68% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$397 Million
0.03% of portfolio

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